Description
Disability planning and special needs trust administration are fraught with pitfalls and hazards. A simple distribution can wreak havoc with disability payments. We all hope our families will plan, but too often this planning is done during a crisis.
Learning Objectives
This session will “back-up” as it starts with a review of the term “disability” that leads into a discussion on the basics of Special Needs Trust, how they differ and what you can and cannot do. We will wrap up with the “Best of the Best Special Needs Trust Bloopers.”